Meet the team
Daniels, Michael

Michael Daniels


Associate Director, Wealth Planner

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About Michael

As part of Sequoia’s dedicated Wealth Planning team, I work collaboratively with your wealth advisor to leverage the strength of our combined experience to develop a customized, strategic plan. We are a team of professionals who focus our time on laying out the practical steps necessary to move you from where you are today to where you want to be tomorrow. Beyond simply creating a plan, Sequoia’s Wealth Planning Team provides ongoing support to help you remain on track throughout unique life events and circumstances. We are here to help you chart a course forward to fulfill your objectives and create the future you’ve imagined.

CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.

Accreditation & Education

  • Bachelor of Business Administration from Texas Christian University in Fort Worth, TX
  • Accredited Wealth Management Advisor (AWMA)
  • Series 7
  • Series 66
  • Certified Exit Planning Advisor (CEPA)

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Spending time with family, watching movies, trying out new restaurants, attending sports games

contact your financial planning specialist

Michael Daniels,


Associate Director, Wealth Planner